View more on these topics

Paradigm Norton buys two firms

Bristol-based adviser Paradigm Norton has acquired two financial planning firms in the region as part of an aggressive expansion strategy.

The firm has bought Torquay-based firms David Jones Financial Planning and taken a majority stake in Hooper and Wollen Financial Planning, taking its staff levels to 32.

Paradigm Norton chief executive Barry Horner says: “We expect further acquisitions to follow in the coming months and years when the opportunities arise to purchase similar, high quality fee-based financial planning businesses.”

The firm was named as Retirement Planner of the Year 2010 by Money Marketing in March.


Adviser Fund Index

The rise of exchange-traded funds is one of the biggest product stories of the past decade. Demand for low-cost stockmarket exposure and access to alternatives pushed global ETF assets from less than $100bn in 2000 to in excess of $1tn in 2009, according to BlackRock. Product choice has also expanded rapidly and investors are able […]

Ascentric assets grow to £2bn

Ascentric has seen assets on its platform grow 75 per cent since the start of 2010 to pass the £2bn mark. Ascentric managing director Hugo Thorman says this marks a record period of growth for the independent wrap platform. He says: “After taking almost three years to achieve our first billion, hitting this mark in […]


‘Life offices will raise margins at expense of advisers’

Allium Capital has warned advisers that life companies are trying to “dramatically increase” their margins at the expense of advice firms. Managing director Ronan Kearney says life offices are taking advantage of the FSA’s ban on commission and platform rebates under the RDR. He says the move will put up to 0.75 per cent of […]


UK AAA rating safe, says Moody’s

The UK has the ability to maintain its AAA rating, according to Moody’s. The ratings agency says that, despite a weak post-crisis balance sheet and challenging economic outlook, the UK will be able to maintain its ability to sell AAA rated sovereign debt. Moody’s lead analyst for the UK Kenneth Orchard says: “The global financial […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm